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Disclosery

STIFEL FINANCIAL CORP: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STIFEL FINANCIAL CORP on SOFI, newest first. How the timeline and the estimate are built.

STIFEL FINANCIAL CORP held 51,377 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,377 shares
    Change vs previous 13F +21,092 shares

    <0.01% of the 13F portfolio, value $921,191.

    13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,285 shares
    Change vs previous 13F -144,903 shares

    <0.01% of the 13F portfolio, value $480,922.

    13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 175,188 shares
    Change vs previous 13F +46,500 shares

    <0.01% of the 13F portfolio, value $4,586,451.

    13F-HR 0000720672-26-000003 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,688 shares
    Change vs previous 13F +107,013 shares

    <0.01% of the 13F portfolio, value $3,399,936.

    13F-HR 0000720672-25-000015 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,675 shares
    Change vs previous 13F -1,122 shares

    <0.01% of the 13F portfolio, value $394,701.

    13F-HR 0000720672-25-000009 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,797 shares
    Change vs previous 13F -39,749 shares

    <0.01% of the 13F portfolio, value $265,130.

    13F-HR 0000720672-25-000006 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,546 shares
    Change vs previous 13F -31,647 shares

    <0.01% of the 13F portfolio, value $963,209.

    13F-HR 0000720672-25-000003 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 94,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $740,363.

    13F-HR 0000720672-24-000018 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).